ScoreFirmStateAUMAdvisorsCustodian
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing
B61WHARTON WEALTH MANAGEMENT, LLC
CRD 281348
PA$209.2M2Pershing
B61BOUVEL INVESTMENT PARTNERS, LLC
CRD 108436
PA$374.4M3Pershing
B58VERSA CAPITAL MANAGEMENT, L.P.
CRD 321934
PA$180.1MJPMorgan
B54ASCENT CAPITAL PARTNERS, LLC
CRD 291218
AZ$172.0M8JPMorgan
B531801 ADMIN, LLC
CRD 157161
PA$180.1MJPMorgan
B52GARDNER RUSSO & QUINN LLC
CRD 106114
PA$9.45BPershing
C50HARVEST FUND ADVISORS LLC
CRD 154425
PA$8.13BJPMorgan
C47SAFS, LLC
CRD 144405
PA$182.6M2Pershing
C45BRADLEY WEALTH LLC
CRD 131808
AZ$196.7M3Pershing
C41AZARIAS CAPITAL MANAGEMENT, L.P.
CRD 174466
PA$188.8M3Pershing
C40INDIGO PARTNERS LLC
CRD 163648
AZ$1.66BJPMorgan
C40ABLE FINANCIAL GROUP, LLC
CRD 323646
AZ$732.9M9Pershing
C40STEVENS CAPITAL MANAGEMENT LP
CRD 161202
PA$3.68BJPMorgan
C40SOCIAL LEVERAGE ADVISORS, LLC
CRD 292690
AZ$443.7MJPMorgan
C39LUBERT-ADLER MANAGEMENT COMPANY, L.P.
CRD 155201
PA$2.81BJPMorgan
C37KEY FINANCIAL, INC.
CRD 116240
PA$2.84B10Pershing
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing
C35ARCHETYPE ADVISORS, LLC
CRD 156527
PA$260.0M3Pershing
C35OWLS NEST PARTNERS IA, LLC
CRD 289811
PA$441.2M3Pershing
C35MILLER INVESTMENT MANAGEMENT, LP
CRD 108380
PA$7.10B6Pershing
C34HAMILTON LANE ADVISORS, L.L.C.
CRD 107876
PA$138.30BJPMorgan
C34HUDOCK, INC.
CRD 149255
PA$1.00B9Pershing
C34COPELAND CAPITAL MANAGEMENT, LLC
CRD 135822
PA$4.06B13JPMorgan
C32PERMIT CAPITAL, LLC
CRD 138436
PA$491.1MJPMorgan
C32J. P. DAVIS, INC.
CRD 289548
AZ$242.0M4Pershing
C31FRANKLIN PARK ASSOCIATES, LLC
CRD 126508
PA$10.21BJPMorgan
C31LINCOLN INVESTMENT PLANNING, LLC
CRD 519
PA$21.99B50Pershing
C31BILL FEW ASSOCIATES, INC.
CRD 133561
PA$2.72B28Pershing
C28HORNOR, TOWNSEND & KENT, LLC
CRD 4031
PA$9.01B50Pershing
C27CAPITAL ANALYSTS, LLC
CRD 162200
PA$8.77B50Pershing
C26GRAHAM PARTNERS, LLC
CRD 157049
PA$4.90BJPMorgan
C26GI MANAGER L.P.
CRD 161573
AZ$35.74BJPMorgan
C261315 CAPITAL, LLC
CRD 175292
PA$1.35BPershing
C24RADCLIFFE CAPITAL MANAGEMENT, L.P.
CRD 136028
PA$5.14B1Pershing
C24HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CRD 30177
PA$1.34BPershing
C22LOVELL MINNICK PARTNERS LLC
CRD 156494
PA$5.21BFolio Institutional
C21BDT & ASSOCIATES, INC.
CRD 288008
AZ$371.1M11Pershing
C18S.E. THORN & CO.
CRD 113754
AZ4Pershing
C17ATAIROS MANAGEMENT, L.P.
CRD 281947
PA$6.79BJPMorgan
C15ASTEROZOA MANAGEMENT LLC
CRD 316870
AZ$103.9M3Pershing